See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,251 | $81,900+82.2% | $119,609+24.8% | $68,494+117.9% |
| Participation rate | 58.6% | 71.9%-13.3pp | 79.3%-20.6pp | 67.9%-9.3pp |
| Annual return | 40.55% | -23.82%+64.4pp | -14.97%+55.5pp | -7.84%+48.4pp |
| Employer contribution / active EE | $1,118 | $2,693-58.5% | $4,232-73.6% | $2,596-56.9% |
| Participant deferral / active EE | $2,864 | $4,148-31.0% | $5,602-48.9% | $4,027-28.9% |
| Admin fee / account holder | $3,309 | $6,582-49.7% | $10,323-67.9% | $5,403-38.8% |